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Gold/Mining/Energy : Big Dog's Boom Boom Room -- Ignore unavailable to you. Want to Upgrade?

To: energyplay who wrote (43052)	4/29/2005 7:56:28 AM
From: SliderOnTheBlack	Respond to of 206295

re: Crammers "summer of 1998" environment......... The Summer of 1998 twasn't exactly "the summer of love" for the OSX. Bond Markets are the 800 lb gorilla. per Cramer: "Bond market's getting scary. Real scary. " ...now Cramer is not prone to "understatements" - but, believe it or not; that is one. Bond Market is sending 2 messages: Inverted Yield Curve = Recession Inflation + Recession - caused by Fed's inability to raise rates to levels necessary to stamp out inflation - because if they do; it will implode Derivatives/Markets and will bring Stagflation rolling over to Deflationary Meltdown of Markets. Fed's conundrum = likliehood of LTCM x 5....ie: Deflationary Collapse/Meltdown of the Worlds Largest Credit & Debt Bubble in Modern History ...remember since 2000- the US has had to create $4 of Debt & Credit to generate $1 of GDP output, the US Consumer has no job growth, no income growth and no savings - and is at historic debt levels and the US has record deficits - with both State & Federal Tax Revenues about to implode...that is the ultimate max-margin unpayable IOU to future economic prosperity. Deficits do matter. Savings do matter. Healthy US Dollar does matter. Health of GM & GM Bonds do matter. Fannie Mae does matter...and FNM is Enron/World Com. ...it just can not be publically acknowledged and for "now" - is too big to fail...because of the exponential rise in Derivatives since LTCM's Market led meltdown. Bond Market Message ? = SHORT nearly Everything...hedge currency risk/cash savings. Bond Market messages are exponentially more important than messages from the Equity/Stock Market...or even Matt Who? , Don Coxe & T-Bone Pickens. Oil, new paradigms or not... offers ZERO safety from coming Global Economic rollover....in fact; is in a classic Nasdaq Bubble tipping point potentially. Of course for all of those playing the OSX New Paradigm Slots, or Peak Oil Keno....MACRO Economic's & the Message from the Bond Market matters not.... it's "gimmie the dice" & "baby needs a new pair of shoes" time Deja Vu ~ So "your" message is simple: Roll Baby Roll ~